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Nigel Boid

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Nigel Boid

Re: SSKILLZ1 post# 5692

Thursday, 11/06/2014 10:20:48 AM

Thursday, November 06, 2014 10:20:48 AM

Post# of 112789
NRZ

Yes, $NRZ definitely delivered a strong quarter. I do find their book value numbers more compelling than those for $NYMT (as the latter still trades at a huge premium). Including management's Q4 projections, $NRZ may be trading near par to current book value.

It's interesting that both benefited from one time sales this quarter...
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